IWA

Intercontinental Wealth Advisors Portfolio holdings

AUM $419M
1-Year Est. Return 22.15%
This Quarter Est. Return
1 Year Est. Return
+22.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$439M
AUM Growth
-$35.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
301
New
Increased
Reduced
Closed

Top Buys

1
+$15.4M
2
+$1.88M
3
+$1.88M
4
BABA icon
Alibaba
BABA
+$1.14M
5
ADBE icon
Adobe
ADBE
+$712K

Top Sells

1
+$17.3M
2
+$1.94M
3
+$1.79M
4
AMZN icon
Amazon
AMZN
+$965K
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$668K

Sector Composition

1 Technology 9.39%
2 Financials 7.82%
3 Communication Services 6.72%
4 Consumer Discretionary 6.57%
5 Industrials 5.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.57M 0.36%
17,926
+107
52
$1.57M 0.36%
45,360
53
$1.54M 0.35%
72,814
+22
54
$1.51M 0.34%
29,163
-2,156
55
$1.45M 0.33%
13,502
+110
56
$1.45M 0.33%
20,756
-432
57
$1.43M 0.33%
17,018
-86
58
$1.42M 0.32%
3,671
+23
59
$1.42M 0.32%
31,080
-210
60
$1.41M 0.32%
35,314
-839
61
$1.36M 0.31%
44,903
-2,019
62
$1.34M 0.31%
15,887
-23
63
$1.33M 0.3%
25,033
-40
64
$1.32M 0.3%
8,747
-125
65
$1.31M 0.3%
29,580
66
$1.29M 0.29%
26,076
-37
67
$1.27M 0.29%
6,449
-82
68
$1.26M 0.29%
6,834
+2,903
69
$1.24M 0.28%
13,805
-154
70
$1.23M 0.28%
2,971
+12
71
$1.23M 0.28%
22,176
-346
72
$1.21M 0.28%
6,873
73
$1.21M 0.27%
7,474
+40
74
$1.2M 0.27%
2,639
75
$1.2M 0.27%
12,062
-53
1 2
3
4 5